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JPMorgan Chase & Co. shares owned by Burkett Financial Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $898k 2.8k 315.38
2025-06-30 $909k 3.1k 289.89
2025-03-31 $777k 3.2k 245.33
2024-12-31 $751k 3.1k 239.70
2024-09-30 $728k 3.5k 210.85
2024-06-30 $733k 3.6k 202.27
2024-03-31 $727k 3.6k 200.29
2023-12-31 $618k 3.6k 170.09